Latest news in Practice Management

How client segmentation can destroy your brand

Jim Ruta cautions that segmenting clients can harm your reputation and your brand

By: Jim Ruta
September 26, 2017 August 14, 2018
14:25

Tax penalties and how to apply for relief

From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)

By: Dan Richards, Adrienne Woodyard
September 24, 2017 August 14, 2018
11:58

Female clients need special treatment: report

Women will soon control almost half of Canadian assets, and require tailored advice

By: Leah Golob
September 22, 2017 August 14, 2018
10:35

Staying clear of tax mistakes and penalties

Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)

By: Dan Richards, Adrienne Woodyard
September 17, 2017 August 14, 2018
17:00

Don’t let tax documentation go wrong

From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)

By: Dan Richards, Adrienne Woodyard
September 10, 2017 August 14, 2018
17:30

CRA audits: Risks, pitfalls and tips

Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1…

By: Dan Richards, Adrienne Woodyard
September 4, 2017 August 14, 2018
18:00

Advisors, put your smartphone away

Dan Richards shares research on how advisors can boost productivity by putting away their smartphones

By: Dan Richards
August 29, 2017 August 14, 2018
08:50

Dealing with conflict at the office

Resolving disputes positively can improve self-respect among staff

By: Leah Golob
August 23, 2017 August 14, 2018
13:20

Taking a mobile first mindset

Dan Richards discusses how more consumers are using smartphones as their primary device to go online

By: Dan Richards
August 20, 2017 August 14, 2018
18:00

The prime appointment time most advisors forget

Jim Ruta explains that many advisors have forgotten that meeting prospects for lunch yields optimal results

By: Jim Ruta
August 15, 2017 August 14, 2018
18:45

Why we’re all in the data management business

Dan Richards explains how data management can help you improve your online communication strategies to ensure that they’re “tailored, relevant and timely” to your clients

By: Dan Richards
August 13, 2017 August 14, 2018
12:45

Four character traits of business icons

Jim Ruta explains the four essential character traits of people who excel in business

By: Jim Ruta
August 9, 2017 August 14, 2018
19:45

Making “test and try” your mantra

Dan Richards explains how a "test and try" mindset can accelerate new initiatives and put "agile development" to work in your business

By: Dan Richards
August 7, 2017 August 14, 2018
12:00

How to be seamlessly indispensable

Dan Richards explains the process of identifying your clients’ pain points and how to address them by delivering indispensable service

By: Dan Richards
August 1, 2017 August 14, 2018
09:30

Five ways you could be over-prospecting

Jim Ruta explains that it's essential for advisors to avoid these five over-prospecting mistakes

By: Jim Ruta
July 26, 2017 August 14, 2018
08:00

Why speed and convenience need to be part of your value proposition

By: Dan Richards
July 24, 2017 August 14, 2018
05:00

Why you need a “Project Forever”

Jim Ruta explains a business building tip from a young advisor who averages 150 insurance cases or more a year

By: Jim Ruta
July 19, 2017 August 14, 2018
05:00

Capacity and clients: Understanding the Ontario Substitute Decisions Act

Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)

By: Dan Richards, Matthew Urback
July 17, 2017 August 14, 2018
11:57

Three keys to a successful prospecting call

Jim Ruta provides three tips on how to get effective results when calling prospective clients

By: Jim Ruta
July 12, 2017 August 14, 2018
05:00

Estate disputes: Protect your practice from litigation

Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)

By: Dan Richards, Matthew Urback
July 10, 2017 August 14, 2018
05:30

Generating A-list referrals

Jim Ruta gives tips on how insurance advisors can leverage current business to generate A-list referrals

By: Jim Ruta
July 5, 2017 August 14, 2018
10:00

The top two reasons wills are challenged

Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)